It seems like this should be easy... (TS2009)
Our "normal" bill has extra information added to the "My Bill Layout" format where the invoice number and "in reference to" stuff shows up. We're using the field "Discount: Balance if paid early" which shows the client's current amount due (based on past invoices and payments/credits/etc.
We now have a client for whom we want to just show the amount due FOR THAT INVOICE, and not just have it appear at the bottom of the bill, where it says "Total amount of this bill".
I have turned OFF (under Section --> "Configure Layout Sections...") the following:
The bill pretty much looks the way I want it to look, but there doesn't seem to be a field I can select from the list so that I can show the "Total amount of this bill" at the top of the invoice. Am I just missing something?!
The section that I want this information to appear in is called "Project Header - First Page" and there just don't seem to be any available database fields that might work. When I go into the "Project Summary Subtotals" and "Project Summary Client Totals" sections at the end of the bill layout, I see all kinds of fields like "Billable Fees & Costs" and "Invoice Charges" -- but apparently they can't be added to the section I want them in?! Is this right?
I do believe that you are correct as I had the same behavior in my TS 2009. I thought you mentioned that you were going to upgrade to TS 2012. If that is the case, you will be happy to learn that the bill layout in TS 2012 offers the filed group "client values" in which you will find the field "balance due".
Thanks, Allen. I am planning to upgrade, if I ever have the time! Maybe for now, I'll just put hard text there. Unless we can delay these two old bills until after I upgrade...
A way to get this in 2009 might be to use a customized section. You can set it to appear right after the project header and it might have the field you need.
In reply to Caren2:
Caren, That did the trick. (Yeah, a LONG TIME since I needed to give it another try!)
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